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Ameriprise Financial - Rhode Island
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Client Service Specialist
$42k-54k (estimate)
Full Time 11 Months Ago
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Ameriprise Financial - Rhode Island is Hiring a Client Service Specialist Near Warwick, RI

Are you a motivated and organized individual with a passion for delivering exceptional client service? Join Eleven22 Capital Partners™ as a Client Service Coordinator, where you'll play a crucial role in managing receptionist and client service tasks. This is an excellent opportunity to grow within a dynamic and thriving financial advisory practice.

Responsibilities:

  • Answering phones and providing a warm and professional greeting to clients.
  • Scheduling appointments and managing calendars for advisors.
  • Assisting with administrative tasks, including handling office supplies and maintaining a tidy workspace.
  • Collaborating with the team to ensure a seamless client experience.

Opportunities for Growth:

This role is a stepping stone to various directions within our practice. As you demonstrate your skills and dedication, you'll have the chance to expand your responsibilities and take on new challenges. We value professional development and are committed to helping our team members reach their full potential.

Benefits:

  • Paid Time Off (PTO)
  • Paid Holidays
  • 401k with Match

Compensation:

The compensation for this full-time role ranges between $21-$23 per hour, commensurate with experience and skills.

Requirements:

  • Excellent communication and interpersonal skills.
  • Organized and detail-oriented with the ability to multitask.
  • Prior experience in a client service or administrative role is preferred.

How to Apply:

If you're ready to take the next step in your career and contribute to the success of a growing wealth advisory practice, please submit your resume and cover letter.

Join us in providing exceptional service and building lasting client relationships in the world of private wealth advisory. We look forward to welcoming a new member to our team!

We are an equal opportunity employer.

Job Summary

JOB TYPE

Full Time

SALARY

$42k-54k (estimate)

POST DATE

06/06/2023

EXPIRATION DATE

05/23/2024

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The job skills required for Client Service Specialist include Client Service, Problem Solving, Planning, Microsoft Office, Integrity, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Specialist positions, which can be used as a reference in future career path planning. As a Client Service Specialist, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Specialist. You can explore the career advancement for a Client Service Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Specialist job description and responsibilities

Build and nurture strong personal relationships with clients.

03/06/2022: Boise, ID

Client services representatives manage client relationships and provide customer support.

02/22/2022: Pittsfield, MA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Specialist jobs

These positions require familiarity with customer services tools and programs.

01/27/2022: Bradenton, FL

Communicate clearly with customers.

01/17/2022: Jacksonville, FL

Step 3: View the best colleges and universities for Client Service Specialist.

Butler University
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